Nuveen: Risks mount amid dollar depreciation and retail Vs. institutional market divergence
Laura Cooper, head of macro credit and global investment strategist at Nuveen, discusses the ongoing market turmoil driven by US policy changes and tariff uncertainty. She unpacks whether the confidence shift away from US assets, including the dollar, could be a long-lasting rotation or a temporary blip in the US exceptionalism narrative, and looks at how investors are hedging and protecting their portfolios in the current trading environment.
The strategist also discusses the recent divergence in retail and institutional flow—where retail traders are flooding into US stocks as many institutional investors head for the exit—and whether or how this could have wider implications for market volatility and liquidity.
https://vimeo.com/1079036236?share=copy#t=0
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